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Purchasing Real Estate with a Solo 401k or Self DIrected IRA

It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC or Solo 401(k) for investments in real estate, your profits are tax-deferred...

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Using a Loan With a Self-Directed IRA to Make an Investment

The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement...

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What is an Individual 401k Plan?

A Solo 401K Plan also called an Individual 401K Plan offers a self-employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real...

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Tips for Investing with a Solo 401(k)

A Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and...

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Some Prohibited Transactions Using a Solo 401(k)

Categories of Prohibited Transactions In general, the type of transactions that could fall under the prohibited transaction rules pursuant to Code Section 4975 can be viewed in the context of three...

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Advantages of Using a Self Directed Real Estate IRA

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA...

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Some FAQs About the Solo 401(k) Loan

How is the Solo 401(k) Plan Loan done? As long as the plan documents allow for it & the proper loan documents are prepared and executed, a participant loan can be made for any reason. The solo 401k...

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Purchasing Real Estate with Your 401(k) Plan

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside...

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UBIT Rules in Regards to Your Solo 401(k)

One of the advantages of using retirement funds, such as a 401(k), Solo 401K or an IRA to make investments is that in most cases all income and gains from the investment will flow back to the Solo 401K...

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Full Solo 401(k) Service with CPA Help

IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions....

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